Capstone partners with companies to assist them in developing strategies to take maximum advantage of policy changes and to protect their downside from increased regulation.

Areas Of Expertise

Our work focuses on the financial services, energy, healthcare, TMT and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas. Our analysts will follow an idea into whatever sector it leads, and we have published on themes outside of our core focus.

Financial/Business Services

Capstone’s financial services team complements its expertise in policy with extensive buy and sell-side experience. We provide in-depth analyses of federal and state policies and their effects on financial investments.

Energy And Environment

Tectonic changes to the fundamentals of energy policy have led to a vibrant environment for energy regulators at the federal and state levels. Capstone is well positioned to track and analyze these changes for our clients.

Health Care

Political and regulatory debates surrounding healthcare are constantly evolving. Capstone’s coverage of the full spectrum of healthcare services allows us to provide an array of insights, effectively translating regulatory directives into practical intelligence.

Special Situations

Capstone is adept at finding special situations for our clients, whether in distressed debt, event-driven trades or deep-value illiquid investments. We explore non-traditional ideas and engage in in-depth analysis on government policy.

TMT

Capstone has been exploring issues arising from advances in technology, media and telecom (TMT). Following the Cambridge Analytica scandal and the subsequent public scrutiny of Facebook’s privacy controls, Capstone has become adept at analyzing and assessing the TMT sector and related potential legislation.

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